Shaquana Nelson
Assisting with Financial Planning and Wealth Management in an effort to break generational poverty.
- Role
- Director of Client Relations at Traditions Wealth & Legacy Planning
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Shaquana Nelson
Over 7 years of remote expertise as a Business Analyst and Project Management…
Experience
Director of Client Relations
Traditions Wealth & Legacy Planning
May 2022 — Present
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
United International Business Schools
Master of Science - MS
2016 — 2017
Rollins College
Bachelor of Arts
2009 — 2013
Kingsborough Community College
College Courses
2007 — 2009
Universidad de Belgrano
Economics
2012 — 2012
NYU School of Professional Studies
Financial Planning Diploma
2019 — 2021
Rollins College
Bachelor of Arts - BA
2009 — 2013
Skills
- Social Networking
- Microsoft Excel
- Powerpoint
- Investment
- Microsoft Powerpoint
- Organization
- Apple Operating Systems.
- Finance
- Community Outreach
- Teamwork
- Blogging
- Social Media
- International Business
- Research
- Customer Service
- Training
- Public Speaking
- Management
- Marketing
- Personal Finance
- Event Planning
- Leadership
- Event Management
- Proficient in Microsoft Word
- Windows Operating Systems.
- Project Management
- Financial Planning
- Bugeting
- Microsoft Word
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